7 October 2021

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CLICK HERE TO ACCESS THIS MONTH’S ISSUE: Professional Paraplanner October 2021


ESG focus

We talk to EdenTree Investment Management CEO Andy Clark about the company’s history in the ethical market and its approach to ESG


BTS director Jeff Scholes answers the question: ‘The R03 Personal Taxation paper is really wordy, where do I start?’

Brand Financial Training looks at the move of buy-to-let property owners into the furnished holiday let market and what paraplanners need to know

Laura Ward, head of Paraplanning, Nexus IFA, explains how the paraplanning team came together in the pandemic to help each other through the diploma exam


For his latest column Dan Atkinson tackles the Big Question faced by paraplanners: ‘What do you do?”


Nick Eatock, CEO at intelliflo, looks at how the role of paraplanner has changed and how technology is set to impact the future of advice

Michelle Hoskin, managing director, Standards International, looks at how technology can be used to empower paraplanners and suggests it should be assessed in three ways

Working in partnership

Good teamwork often produces the best results. So how can paraplanners develop a good working relationship with their advisers?

Technical: Property in pensions

People can be surprised by the different types of commercial property that Curtis Banks has been asked to include in a pension (including a zoo), says pension technical manager, Jessica List


Is it time to buy British?
UK equities could be back in favour, argues Thomas Moore, Senior Investment Director, Aberdeen Standard Investments

Where next for commodities?

Cool down or supercycle – which commodities camp are you in? Darius McDermott, managing director, FundCalibre, provides his point of view

Markets round-up

Mark Rimmer, fund manager, Multi Manager funds, Premier Miton Investors, discusses performance of global markets and where the multi-manager has been focussing

Data download

NEW from this issue, Structured Product maturities data.

Professional Paraplanner